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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,366 | $124,330+281.5% | $109,173+334.5% | $167,536+183.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.10% | 26.04%-11.9pp | 25.75%-11.7pp | 478.82%-464.7pp |
| Employer contribution / active EE | $17,667 | $4,209+319.7% | $3,723+374.6% | $4,839+265.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,024 | $7,974+63.3% | $6,755+92.8% | $12,315+5.8% |